See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,580 | $76,000+102.1% | $154,107-0.3% | $64,186+139.3% |
| Participation rate | 85.5% | 70.4%+15.1pp | 83.0%+2.5pp | 69.6%+16.0pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,635 | $3,351-21.4% | $5,298-50.3% | $2,381+10.7% |
| Participant deferral / active EE | $5,424 | $3,175+70.8% | $5,081+6.8% | $3,470+56.3% |
| Admin fee / account holder | $16,857 | $5,596+201.2% | $13,411+25.7% | $4,888+244.9% |